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David Andrew Hessel

Encompass More Asset Management LLC

Danville, CA

New Berlin, WI

CRD 6527842

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Employer firm

Encompass More Asset Management LLC CRD 322382

$985M regulatory AUM 28 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

Current Employers
Encompass More Asset Management Llc

390 Diablo Rd Suite 100, Danville, CA 94526 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-01-13
  • WI RA
    APPROVED
    Since 2026-01-13

Branch Locations

390 Diablo Rd Suite 100, Danville, CA 94526 • United States

2665 S Moorland Rd Suites 100 & 212, New Berlin, WI 53151 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advantage Sales And Marketing Vernon Hills IL 05/2013 02/2017
Mutual Of Omaha Insurance Company Milwaukee WI 07/2014 07/2017
Mutual Of Omaha Investor Services Milwaukee WI 11/2016 06/2017
Global View Capital Management, Llc Waukesha WI 07/2017 01/2026
Global View Capital Insurance Services, Llc Waukesha WI 06/2017 01/2026
Jay Van Beusekom Financial Advisor, Llc. Milwaukee WI 05/2015 06/2017
Global View Capital Advisors, Llc Waukesha WI 06/2017 01/2026
Encompass More Asset Management Llc Danville CA 01/2026 Present
  • 05/2013 → 02/2017
    Advantage Sales And Marketing
    Vernon Hills, IL
  • 07/2014 → 07/2017
    Mutual Of Omaha Insurance Company
    Milwaukee, WI
  • 11/2016 → 06/2017
    Mutual Of Omaha Investor Services
    Milwaukee, WI
  • 07/2017 → 01/2026
    Waukesha, WI
  • 06/2017 → 01/2026
    Global View Capital Insurance Services, Llc
    Waukesha, WI
  • 05/2015 → 06/2017
    Jay Van Beusekom Financial Advisor, Llc.
    Milwaukee, WI
  • 06/2017 → 01/2026
    Global View Capital Advisors, Llc
    Waukesha, WI
  • 01/2026 → Present
    Danville, CA
Previous Registrations
Other Businesses

Licensed Insurance Agent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-20
  • S66 Uniform Combined State Law Examination
    2017-04-20
Other Names
  • David A. Hessel
  • David Hessel

View on SEC IAPD

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